David Pollard, financial advisor Tampa FL

David Pollard

CRD Number: 5484990
Current Firm: Primerica Advisors

David Pollard (CRD# 5484990) is an Investment Advisor Representative working at Primerica Advisors in Tampa, FL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Blue Springs School District Blue Springs District, MO Jan 2021 - Current 3
Fort Osage School District Independence, MO Jul 2019 - Current 4
Pfs Investments Inc. Overland Park, KS Jan 2008 - Current 16
Primerica Financial Services Overland Park, KS Jun 2006 - Current 17
Blue Springs School Dist. Blue Springs, MO Jul 1995 - Jun 2019 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S65 NASAA Investment Advisors Law Examination Aug 2012
Contact Info for David M. Pollard
Phone Number: 833-786-0550
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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